Family Office Directory

The family office directory for dealmakers.

Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.

Seneschal Family Office

$250M-$1B
Tacoma, Washington

Seneschal Family Office (“Seneschal”), established in 2004, is an American investment advisor and multi-family office based in Tac

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Solventis

$250M-$1B
Barcelona

Solventis is an independent financial group founded in 2002 by a team of professionals with diverse experience across the investme

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Wall Capital Group (WCG)

$250M-$1B
Phoenix, Arizona

Wall Capital Group (WCG) is a US investment advisory firm founded by David Wall in 1990 and headquartered in Phoenix, Arizona. The

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Savior Wealth

$250M-$1B
Waltham, Massachusetts

Savior Wealth is a wealth manager based in Waltham, Massachusetts. It offers private clients and high net worth individuals financ

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Meridian Financial LLC

$250M-$1B
San Francisco, California

Meridian Financial LLC is a boutique multi-family office providing customized financial planning, wealth management, and lifestyle

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ADS Investment Solutions (ADSI)

$250M-$1B
Abu Dhabi

ADS Investment Solutions is an asset management firm founded in 2017 and based in Abu Dhabi, United Arab Emirates. Investments are

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Bloomsbury Wealth

$250M-$1B
London

Bloomsbury Wealth is a private financial service firm based in London, UK. Bloomsbury Wealth operates as a trade name under the um

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Callanish Capital

$250M-$1B
London

Callanish Capital is a UK-based independent wealth management firm and multi-family office founded in 2021 by Oliver Murray and La

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Grupo Independiente

$250M-$1B
Lima

Grupo Independiente is a Peruvian company offering financial services including an investment platform and a multi-family office.

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Hotel Capital Partners (HCP)

$250M-$1B
Sydney, New South Wales

Hotel Capital Partners is a subsidiary of the 360 Capital Group based in Sydney, Australia. The firm offers specialist hotel inves

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Nico Hüsch GmbH

$250M-$1B
Hamburg

Nico Hüsch GmbH (“Nico Hüsch”) is an independent investment advisory firm in Hamburg, Germany, that serves multiple families. The

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Nineteen Private Capital AB

$250M-$1B
Stockholm

Nineteen Private Capital AB is the alternative investment vehicle of Wallenburg Investments AB, the office of the eponymous Swedis

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OA Capital

$250M-$1B
Austin, Texas

OA Capital (f/k/a Osborne Advisors) is an independent US wealth management firm founded by David Osborne in 1999, headquartered in

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Ruocco & Partners Multi Family Office

$250M-$1B
Rome

Ruocco & Partners Multi Family Office (“Ruocco”) is an Italian multi-family office that was established in 2008. Located in Rome,

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Shun Hing Capital Asia Ltd (SHCA)

$250M-$1B
Kowloon

Shun Hing Capital Asia Ltd, founded in 2003, is the investment arm of Shun Hing Group with its headquarter in Kowloon, Hong Kong.

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Wealth Asset Managers (NSI)

$50M-$250M
Spokane, Washington

Nelson Securities, Inc. (d/b/a Wealth Asset Managers) is a US investment advisory firm founded in 1983, headquartered in Spokane,

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Cope Corrales

$50M-$250M
Washington D.C., District of Columbia (D.C.)

Cope Corrales is an American multi-family office based in Washington DC. It was founded in January 2019 by Joseph Cope and Luis Co

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Morse Capital Partners (MCP)

$50M-$250M
Richmond, Virginia

Morse Capital Partners is a wealth management firm founded in 2008 and based in Richmond, Virginia. Clients advised by the firm in

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Ares Financial Consulting (AresFC)

$50M-$250M
Calabasas, California

Ares Financial Consulting is a US investment advisory firm founded in 2016 by Jeffrey Richter and headquartered in Calabasas, Cali

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Aqua Group

$50M-$250M
Belfast

Aqua Group is a multi-family office founded in 2012 by Joanne Luce with approximately 34 personnel.

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Aurum Gestão De Patrimônio Ltda

$50M-$250M
São Paulo

Aurum Gestão De Patrimônio Ltda ("Aurum") is a multi-family office founded in 2019 and is based in São Paulo, Brazil. The firm is

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Independent Family Office, LLC

$10B+
Albany, NY

Independent Family Office, LLC is a boutique registered investment adviser founded in 2005 that serves high net worth individuals

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Quest 10 Wealth Builders (Q10WB)

$50M-$250M
Fuquay-Varina, North Carolina

Quest 10 Wealth Builders, the investment advisory arm of Complete Financial Solutions, was founded in 2012 and is headquartered in

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Realta Wealth (RIA)

$50M-$250M
Wilmington, Delaware

Realta Wealth, formerly known as CoastalOne, is a US investment advisory firm founded in 1989 and headquartered in Wilmington, Del

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Aurelius Family Office, LLC

$50M-$250M
Bedford, NH

Aurelius Family Office (‘Aurelius’) is a Registered Investment Advisory firm that specialises in financial planning and generation

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Axiom Capital

$50M-$250M
New York, New York

Axiom Capital is a US investment advisory firm founded in 1990, with its headquarters in New York City.CIO Liam Dalton oversees th

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Outrunner Capital LLC

$50M-$250M
Austin, Texas

Outrunner Capital LLC (“Outrunner”) is a multi-family office based in Austin, Texas. The firm employs around five personnel.

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ONE Gas Inc. Other Post-Employment Benefits

$50M-$250M
Tulsa, Oklahoma

ONE Gas, Inc. is a regulated publicly traded natural gas utility headquartered in Tulsa, Oklahoma. The company distributes natural

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AMB Multi Family Office

$50M-$250M
Porto Alegre

AMB Family Office SA (“AMB”) was founded in 2007 by Ubirajara dos Santos Vieira and Mariane Bechert, former Banco do Brasil employ

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Monetiza Gestão De Investimentos Ltda

$50M-$250M
Curitiba

Monetiza Gestão De Investimentos (“Monetiza”) is a Brazilian multi-family office founded in 1996 by Fabricio Vermelho Martins. It

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Penn Capital LLC

$50M-$250M
West Chester, Pennsylvania

Penn Capital LLC (“Penn Capital”) is an American real estate investment firm, offering its services to high-net-worth investors an

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Drawbridge Capital, LLC

$50M-$250M
Tulsa, Oklahoma

Drawbridge Capital provides actively managed, fundamentally driven bottom-up equity and multi-asset strategies designed to deliver

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Alpha Capital Family Office LLC (ACFO)

$50M-$250M
Greenwood Village, Colorado

ACFO is a registered investment adviser providing outsourced family office services including multi-custodian wealth management, c

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The Methodist Church in Great Britain

$50M-$250M
London

The Methodist Church in Great Britain is a non-profit organization based in London, UK. It was formally established in 1932 throug

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Essential Investment Partners (EIP)

$50M-$250M
Englewood, Colorado

Essential Investment Partners is a US investment adviser founded in 2001 and headquartered in Englewood, Colorado. The firm offers

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Provenio Capital

$50M-$250M
Newport Beach, California

Provenio Capital is a boutique advisory firm specializing in alternative investments and strategic wealth management with $1.6 bil

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AdventHealth

$10B+
Altamonte Springs, Florida

Adventist Health System Sunbelt Inc. (d/b/a AdventHealth) is a US non-profit organization founded in 1973 and headquartered in Alt

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Mountain Hill Investment Partners (MHIP)

$50M-$250M
Atlantic Highlands, New Jersey

Mountain Hill Investments Partners is a New Jersey-based wealth management firm and privately owned investment advisory firm, foun

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Aquasourça SAS

$50M-$250M
Lyon

Aquasourça SA (“Aquasourça”) is a single-family office based in Lyon with branches in Luxembourg, Paris, and Brussels.

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Mactaggart Family & Partners

$50M-$250M
London, United Kingdom

Mactaggart Family & Partners is the co-investment management platform of Western Heritable. A long established Family Office backe

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One Hill Capital Pte Ltd

$50M-$250M
Singapore

Weiling Chua | CEO | CEO | wchua@onehillcapital.com | https://www.linkedin.com/in/weiling-chua-58b0543/ Chua Thian Poh | Head of t

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OUE Capital Pte Ltd

$50M-$250M
Singapore

OUE Capital Pte Ltd (“OUE Capital”) is a single-family office located in Singapore.

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RheinGold Family Office

$50M-$250M
Singapore

Rheingold Family Office (“Rheingold”) is a multi-family office founded in Singapore in 2020, by Steve Holdener and Yolanda Dai. Th

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Ascent Capital Partners

$50M-$250M
Scottsdale, Arizona

Ascent Capital Partners is a multi-family office headquartered in Scottsdale with an office in Dallas.

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Boyle Capital

$50M-$250M
West Des Moines, Iowa

Boyle Capital is a US wealth management firm founded in 2004 by Brian Boyle and based in West Des Moines, Iowa.As of December 31,

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B.I.G. Investment Services (BIG)

$50M-$250M
Dover, Delaware

B.I.G. Investment Services is a Delaware-based wealth manager who has been serving clients for nearly 20 years. The investor serve

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Haberdashers' Charities Investment Pools

$50M-$250M
London

The Haberdashers' Charities Investment Pools is a common investment fund that manages pooled investments for various charities und

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Diversified Financial Management (DFM)

$50M-$250M
Norwell, Massachusetts

Diversified Financial Management is a US investment advisory firm founded in 1986 and headquartered in Norwell, Massachusetts.Pres

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